Michael Fleming, CFP, CLU, CHFC, RICP in

Michael Fleming, CFP, CLU, CHFC, RICP

Researcher · DISC type Cs
Financial Planner at Synergy Wealth Solutions
📍 Chesterfield, Missouri, United States

Michael is a co-founder and Financial Planner at Synergy Wealth Solutions, specializing in comprehensive financial and retirement income planning. A graduate of the University of Missouri-Columbias business school, he holds CFP, CLU, ChFC, and RICP designations. He is recognized in the St. Louis area for his financial expertise.

Outside of work, Michael is a family man, married with two sons, Caden and Mason. He is passionate about sports, having played basketball in college, and now coaches his sons teams. He is also a frequent sponsor of events at his high school alma mater, DeSmet Jesuit.

He was recently named one of Forbes Top Best-in-State Financial Security Professionals for 2025.

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Experience
24 Years
Current Role
Financial Planner
Location
Chesterfield, Missouri, United States
Personality Overview

How Michael shows up

Perfectionist
Soft Communicator
Detail Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Priorities

Topics Michael cares about

Retirement Income
He is well-known for his expertise in retirement income planning and was one of the first advisors in his area to earn the Retirement Income Certified Professional (RICP) designation.
Financial Literacy
He frequently posts about the importance of managing debt, building emergency funds, and creating savings plans to achieve long-term financial goals.
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Career

Work history

4-2017
Financial Planner
Synergy Wealth Solutions
1-2011 - 3-2017
Co-Founder/Financial Planner
R&F Financial Group
1-2006 - 12-2010
General Manager, CFP, CLU, ChFC
Mass Financial Group
9-2001 - 12-2005
Financial Representative
Northwestern Mutual
In the press

Media appearances

Michael Fleming - Synergy Wealth Solutions - Forbes Profile. Featured in Forbes
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Education
1999 - 2001
Business Management
University of Missouri-Columbia, College of Business
1998 - 1999
Business
Spring Hill College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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